SIOUX FALLS, SD
Allocation by class
Portfolio Concentration
Top 3 weight
20.0%
Top 10 weight
35.7%
Voting Authority Distribution
Total shares with voting rights: 3.97M
Full voting authority
3.84M
shares
Joint voting authority
0.00
shares
No voting authority
128.44K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET ETFSOLE | TOTAL STK MKT | 108.39K | SH | $34.8K 8.03% | 108.39K | 0.00 | 0.00 |
VANGUARD VALUE ETFSOLE | VALUE ETF | 147.12K | SH | $28.9K 6.66% | 147.12K | 0.00 | 0.00 |
APPLE COMPUTER INCSOLE | COM | 90.59K | SH | $23.0K 5.31% | 85.35K | 0.00 | 5.24K |
INVESCO S&P 500 DOWNSIDE HEDGED ETFSOLE | S&P500 DOWNSID | 310.09K | SH | $11.7K 2.70% | 310.09K | 0.00 | 0.00 |
VANGUARD INFORMATION TECHNOLOGY ETFSOLE | INF TECH ETF | 16.63K | SH | $11.6K 2.68% | 16.63K | 0.00 | 0.00 |
VANGUARD GROWTH INDEX ETFSOLE | GROWTH ETF | 25.94K | SH | $11.3K 2.62% | 25.78K | 0.00 | 158.00 |
JOHNSON & JOHNSONSOLE | COM | 36.42K | SH | $8.9K 2.06% | 35.48K | 0.00 | 942.00 |
MICROSOFT CORPSOLE | COM | 23.59K | SH | $8.7K 2.02% | 21.64K | 0.00 | 1.95K |
VANGUARD MID-CAP ETFSOLE | MID CAP ETF | 27.25K | SH | $7.8K 1.81% | 27.25K | 0.00 | 0.00 |
J.P.MORGAN CHASE & COSOLE | COM | 26.45K | SH | $7.8K 1.80% | 25.18K | 0.00 | 1.28K |
DUKE ENERGY CORPSOLE | COM NEW | 59K | SH | $7.7K 1.78% | 58.70K | 0.00 | 300.00 |
SOUTHERN COSOLE | COM | 77.46K | SH | $7.5K 1.73% | 77.46K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | CL B NEW | 15.58K | SH | $7.5K 1.72% | 15.53K | 0.00 | 50.00 |
VANGUARD SMALL-CAP ETFSOLE | SMALL CP ETF | 28.01K | SH | $7.3K 1.69% | 28.01K | 0.00 | 0.00 |
MASTERCARD INC CL ASOLE | CL A | 14.57K | SH | $7.3K 1.68% | 14.57K | 0.00 | 0.00 |
UNION PACIFIC CORPSOLE | COM | 29.87K | SH | $7.2K 1.67% | 29.47K | 0.00 | 400.00 |
VANGUARD INTERNATIONAL HIGH DIVIDEND ETFSOLE | INTL HIGH ETF | 76.88K | SH | $7.2K 1.67% | 76.88K | 0.00 | 0.00 |
NORTHWESTERN ENERGY GROUPSOLE | COM NEW | 103.59K | SH | $6.8K 1.58% | 103.19K | 0.00 | 400.00 |
INVESCO S&P 500 LOW VOLATILITY ETFSOLE | S&P500 LOW VOL | 91.14K | SH | $6.7K 1.54% | 91.14K | 0.00 | 0.00 |
VANGUARD HIGH DIVIDEND YIELD ETFSOLE | HIGH DIV YLD | 43.25K | SH | $6.4K 1.48% | 43.25K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 32.87K | SH | $6.3K 1.46% | 32.48K | 0.00 | 390.00 |
PROCTER & GAMBLE COSOLE | COM | 42.55K | SH | $6.1K 1.42% | 41.16K | 0.00 | 1.38K |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | VAN FTSE DEV MKT | 94.42K | SH | $6.0K 1.40% | 94.42K | 0.00 | 0.00 |
XCEL ENERGY INCSOLE | COM | 73.63K | SH | $5.8K 1.35% | 73.63K | 0.00 | 0.00 |
MCDONALD'S CORPSOLE | COM | 15.71K | SH | $4.9K 1.13% | 15.21K | 0.00 | 500.00 |